Frequently Asked Questions

What does Fin Pods AI do?

Fin Pods AI is a secure, software-as-a-service (SaaS) platform designed to streamline client onboarding and professional service delivery for financial planners. Our core purpose is to provide secure file sharing with automated insights, including intelligent file renaming and structured data extraction from client documents.

How does the process work?

No client login required! This is a simple "push-only" system for clients, meaning no login is required.

1. Client Upload: Your client uploads their files through a secure, firm-branded portal link.
2. Secure Processing: Files are automatically processed using proprietary tools on secure AWS infrastructure. All data is encrypted both in transit and at rest.
3. Data & File Delivery: Structured data (with sensitive information like SSNs or full account numbers removed) is stored in an encrypted database. You have three options for how the original files are delivered to your firm:

• Direct Transfer: Files are transferred directly to your firm's existing document storage (like OneDrive, Box, or Google Drive). No files are retained on our servers.
• Zero Trust: Files are stored encrypted on our servers with an encryption key that is only known to your firm, ensuring we cannot access them.
• Automated Workflow: Files are automatically encrypted and moved after successful data extraction. You can configure the system to either pass failed files through as-is or allow us to correct parsing issues before our read access is removed.

What is the launch schedule?

We are currently in a private beta phase (approximately 3-6 weeks), which will be followed by an expanded beta (4-8 weeks), and then general availability.

What is the expected pricing?

Once we are out of public beta, we expect pricing for the core file sharing service to be between $35 and $75 per month per advisor.

Are there benefits for early adopters?

Yes! Participants in our expanded beta will receive a 15% lifetime discount and will have their feature requests prioritized. To participate, please fill out the inquiry form on our home page.

How do you ensure my client's data is secure?

Security is our top priority. Our platform is built on a multi-layered strategy:

• Bank-Level Encryption: All data is protected with AES-256 encryption or better while at rest and TLS 1.2+ during transit.
• Robust Infrastructure: We are deployed on Amazon Web Services (AWS), a leading cloud provider compliant with rigorous standards like SOC 2 Type II and ISO 27001.
• Secure Financial Planner Access: Financial Planner logins are protected with two-factor authentication (2FA) and support Single Sign-On (SSO) with Google or Microsoft accounts.
• Least Privilege Model: We operate on a model of "least privilege," meaning access to systems and data is strictly limited to only what is necessary for a specific function.
• Vulnerability Management: We regularly scan our applications and infrastructure for vulnerabilities and apply patches promptly.

Can anyone at Fin Pods AI see my client's personal data?

Our "No Access" models are designed so that no one at our company can view your client's original, identifiable information. For both the Direct Transfer and Zero Trust models, we have no technical means to view file contents. The only exception is if a file fails to parse and you grant us explicit, temporary permission to troubleshoot that specific file. This access is logged, limited, and revoked as soon as the issue is resolved.

What about your integrations and third-party vendors?

Platform partners are selected based on their commitment to security. Any third-party service (sub-processor) that handles data is subjected to a rigorous security review, and we require critical partners to maintain certifications like SOC 2 Type II and be bound by strict data protection agreements. Current integrations are done via clipboard exports with no Personally Identifiable Information (PII).

Do you have a formal, written agreement?

Absolutely. We can provide our Privacy Policy and Terms of Service for your review.

Is AI used in the tool?

Yes, AI is central to our service. We use proprietary AI models for intelligent file renaming and to extract structured data from documents. Each firm's AI session is sandboxed to ensure no data leakage occurs.

How do you train your AI models? Will my client's data be used?

Our models are primarily trained on publicly available or synthetic sample documents. Your client's original, identifiable document is never used for training. To improve accuracy for unique documents, we have a strictly controlled, consent-based process. If you ask us to troubleshoot a document that failed to parse correctly, we will request your temporary permission to access it. If granted, we may create a fully anonymized and redacted copy, with all PII permanently removed, to help improve the model.

Who is behind Fin Pods AI?

Fin Pods AI was founded by Matteo Hoch, who holds both the CFP® and EA designations. His unique background combines financial planning and tax expertise with senior software engineering and secure application development. He has a proven track record of developing solutions in highly regulated environments, including for HIPAA, Anti-Money Laundering (AML), and PCI compliance frameworks at companies like Capital One and other financial technology startups.